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James Investment Research’s AdvisorShares Active Bear ETF HDGE Stock Holding History

James Investment Research’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-238
Closed -$6K – 379
2023
Q1 		$6K Buy
+238
New +$6K ﹤0.01% 493

Other funds holding HDGE

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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

James Investment Research's HDGE Position: Q2 2023 in Review

James Investment Research sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2023, closing a stake of 238 shares — an estimated $6K sold.

James Investment Research first reported a position in HDGE in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 32 funds tracked by Wall St. Rank hold HDGE as of Q2 2023.

  • James Investment Research reported no remaining AdvisorShares Active Bear ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 238 AdvisorShares Active Bear ETF shares in Q2 2023, an estimated $6K.
  • James Investment Research first reported a position in AdvisorShares Active Bear ETF in Q1 2023 and held it in 1 quarter.
  • James Investment Research's AdvisorShares Active Bear ETF position peaked at $6K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.